PLEASE NOTE: Believe it or not, earnings announcements have already started and 4 of our companies will release earnings next week on August 4 and 5th!! ROKU will lead us out on Wednesday, followed by NET, DDOG and LSPD on Thursday. ROKU has been on such a tear up (including a day last week up over 11%) that I really can’t predict how the company will trade on their earnings announcement and the stock may give up some of those gains…what I am confident about is that they are going to announce excellent results as they have had many very impressive news releases and seem to be executing on all cylinders. We will know soon enough…Please take some time to review your company’s earnings releases, listen to a call…there is NO substitute for doing your homework and paying attention to what you own…compounding returns does not just apply to money…far more importantly, it applies to your education over time. Cheers! – Poleeko